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Active investment management’s weekly magazine for fee-based advisors

The Best of
Proactive Advisor Magazine: Volume 21

Have you missed any of our recent top articles? Here’s your chance to catch up with Proactive Advisor Magazine’s “Best of Volume 21.”

Please scroll down to view our Editors’ Picks, our Top Viewed articles, and pieces Trending On Social Media.

Editors’ picks

Chosen by our editors

‘Buy and hope’ investing versus active management

When running the market gauntlet over the long term, there are two vastly different options: purely passive investing or using active, risk-managed strategies.

Helping clients protect, grow, use, and bestow financial assets

Andrew Zorovich utilizes an interactive and “living” planning process that can be periodically updated as clients see changes in their lives or goals that need to be revised.

How do advisors explain the benefits of active management to clients?

Advisors favor third-party active management for many reasons: modern analytical strategies, risk mitigation, and responsiveness over full market cycles.

Strategies to foster client satisfaction and business retention

Rick Magill encourages his firm’s employees to embrace operating practices that help foster client satisfaction, becoming stakeholders in business retention.

Are we back to the ‘old’ new normal?

The “new, new normal” looked to be synchronized global growth. However, the latest data points to a global economic slowdown—the “old, new normal.”

‘Buy and hope’ investing versus active management

When running the market gauntlet over the long term, there are two vastly different options: purely passive investing or using active, risk-managed strategies.

Helping clients protect, grow, use, and bestow financial assets

Andrew Zorovich utilizes an interactive and “living” planning process that can be periodically updated as clients see changes in their lives or goals that need to be revised.

How do advisors explain the benefits of active management to clients?

Advisors favor third-party active management for many reasons: modern analytical strategies, risk mitigation, and responsiveness over full market cycles.

Strategies to foster client satisfaction and business retention

Rick Magill encourages his firm’s employees to embrace operating practices that help foster client satisfaction, becoming stakeholders in business retention.

Are we back to the ‘old’ new normal?

The “new, new normal” looked to be synchronized global growth. However, the latest data points to a global economic slowdown—the “old, new normal.”

Always stay connected

Top viewed

Chosen by our readers

5 client questions (and answers) about investment performance

In 2018, mitigating risk was a bigger priority than “beating the market.” Do your clients understand how they should be managing their investment expectations?

Committed to providing the ultimate client-service experience

Diana Avery strives for excellence in her process of working with clients—through adding value and delivering highly personalized service.

The efficient frontier fails the test of time

Is it time to rethink the efficient frontier to accommodate new investment approaches, achieving reduced risk and improved returns?

Industry trend analysis informs investment decisions

Using industry and sector index charts is one way of helping to identify where the next generation of growth stocks are likely to be found.

Advisors share 6 distinct approaches to client development

While financial advisors play to their own strengths in business development, many of their tactics are applicable to the advisory community at large.

5 client questions (and answers) about investment performance

In 2018, mitigating risk was a bigger priority than “beating the market.” Do your clients understand how they should be managing their investment expectations?

Committed to providing the ultimate client-service experience

Diana Avery strives for excellence in her process of working with clients—through adding value and delivering highly personalized service.

The efficient frontier fails the test of time

Is it time to rethink the efficient frontier to accommodate new investment approaches, achieving reduced risk and improved returns?

Industry trend analysis informs investment decisions

Using industry and sector index charts is one way of helping to identify where the next generation of growth stocks are likely to be found.

Advisors share 6 distinct approaches to client development

While financial advisors play to their own strengths in business development, many of their tactics are applicable to the advisory community at large.

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Trending on social media

Determined by social media interaction

Communicating your investment philosophy can lead to prospecting success

Communicating the benefits of active, risk-managed strategies during the sales cycle can enhance the chances that prospects will turn into clients.

Are your clients ‘half’ versus ‘fully’ financially planned?

While investment risk management is important for clients, so is planning that minimizes the impact of “black swan” events in all areas of their lives.

A comprehensive financial-planning experience for families and businesses

Phimar Patterson says, “Our firm’s goal is to identify strategies that help ensure all aspects of a client’s financial life are integrated with one another.”

10 market insights for the coming year

Guggenheim Investments presents 10 macroeconomic trends they believe most likely to shape monetary policy and investment performance in 2019.

Principles for developing a niche target segment

Larry Welder shares broad principles for developing a niche target segment—the key to success is having a total commitment to executing the principles.

Communicating your investment philosophy can lead to prospecting success

Communicating the benefits of active, risk-managed strategies during the sales cycle can enhance the chances that prospects will turn into clients.

Are your clients ‘half’ versus ‘fully’ financially planned?

While investment risk management is important for clients, so is planning that minimizes the impact of “black swan” events in all areas of their lives.

A comprehensive financial-planning experience for families and businesses

Phimar Patterson says, “Our firm’s goal is to identify strategies that help ensure all aspects of a client’s financial life are integrated with one another.”

10 market insights for the coming year

Guggenheim Investments presents 10 macroeconomic trends they believe most likely to shape monetary policy and investment performance in 2019.

Principles for developing a niche target segment

Larry Welder shares broad principles for developing a niche target segment—the key to success is having a total commitment to executing the principles.

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Active Management 101

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